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Demo Video

To see a Global Datasets demo, check out this Loom here.

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About Global Datasets

Global Datasets are reusable data definitions that can be shared across your entire organization. They function as a semantic layer that:

  • Enables teams to define datasets once and reuse them across Dashboards and Report Builders
  • Ensures consistency across all dashboards and report builders
  • Eliminates duplicate datasets and reduces potential errors

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Getting Started with the Data Library and Global Datasets

Step 1: Go to the Data Library

Navigate to the Data Library on the left side menu. Create your required folder structure before creating a Dataset.

Note: You cannot currently move a folder. If you need to move a folder, please delete and create in the new location.

Step 2: Create a Dataset

Give the dataset a meaningful name and assign it to a destination schema. This ensures it is easily recognizable.

Step 3: Define the Dataset

Write the SQL logic for your dataset and define fields, conditions, and business logic.

Step 4: Commit Your Changes

Once you’ve written or updated the SQL, click the “Create Commit” button to save your changes. You will now document your version history and ensure every version update is traceable.

Step 5: Import Global Datasets into a Dashboard and Report Builder

You are now ready to build! You can use both Global Datasets and “local” datasets to build dashboards report builders. Navigate to the Datasets tab in the dashboard or report builder creation page to search and import the dataset(s) you need from the Data Library.